CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全359銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.20% | +0.22% | -1.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.93% | +0.13% | -17.54% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.80% | — | -4.79% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.85% | -0.13% | +0.07% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.49% | +0.27% | +21.16% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.35% | — | -2.10% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.04% | +0.02% | +1.50% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.82% | +0.10% | +33.56% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.80% | — | -23.20% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.66% | -0.03% | -0.10% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.66% | — | +0.30% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.65% | +0.09% | +2.07% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.55% | +0.25% | +3.27% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.49% | -0.04% | +10.77% | |
| 15 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.45% | — | +5.29% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.04% | -7.65% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | +0.02% | +1.07% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.97% | -0.02% | +1.07% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.89% | +0.12% | +0.22% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.19% | +6.61% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.88% | — | -16.48% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.88% | — | -15.10% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | -5.96% | |
| 24 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.83% | — | -20.58% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | +0.01% | -3.44% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.80% | — | +73.29% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | +0.06% | -13.47% | |
| 28 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.76% | — | +0.35% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.72% | — | -3.91% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -11.44% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | +0.10% | -1.28% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.68% | — | -0.27% | |
| 33 | FISI | Financial Institutions INC | 株式-その他 | 0.66% | — | +0.54% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | -4.49% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | -0.17% | -4.95% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | -0.22% | -8.12% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | +0.19% | -7.22% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -21.79% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.56% | — | -16.66% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.53% | +0.19% | +15.29% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | +859.19% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -1.66% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +6.73% | |
| 44 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.51% | — | +32.73% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.51% | — | +60.40% | |
| 46 | LIN | Linde plc | 株式-素材 | 0.51% | — | -1.34% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | +0.35% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | +19.84% | |
| 49 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.49% | — | +1.23% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.49% | +0.05% | +21.26% |